Cimarex Is a Buy

By

Daniel Dicker

| Aug 8, 2013 | 1:15 PM EDT

Opportunities in energy investing have really never been very focused. The grand arbitrage in Brent crude and West Texas Intermediate spreads are largely gone, and refiners haven't been so great, so these shares would need to moderate some before they'd pique my interest again. Natural gas refuses to play into what should be a growing resurgence of the fuel, at least for the present, and oil-services companies have been more than a little hit-and-miss -- the international plays are a lot more interesting than the U.S. ones.

So, in the future, maybe there's a lot to position for -- but, for right now, there's only one way to trade the space. Look for liquids-rich exploration-and-production names that are showing growth, and doing it with an eye to increasing margins and shedding capital expenditures....572 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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